Seeking to constantly raise professional standards and to propagate best practices, SHOOK events provide the ideal setting for the best Financial Advisors in the business to share their ideas.



Encore at Wynn Resorts
Las Vegas
March 15-17, 2017

An invitation-only event for America’s most elite Wealth Advisors and industry leaders.

 Who’s coming: 
     – The top Advisors, IBDs, RIAs & industry leaders.
Guest speakers: 
     – Keynote: Steve Forbes
     – Marc Lasry — Avenue Capital
     – Jamie Dinan — York Capital
     – Rick Rieder — Blackrock
     – Kyle Bass — Hayman Capital
     – Jeremy Siegel — Prof. Wharton School of Bus.
     – Howard Marks — Oaktree
     – Joel Greenblatt — Gotham

More to be announced soon. 

…plus the highest rated Advisors and RIAs sharing best practices.

Request an invitation

For more information please contact us or go to Forbes Conferences.

Wednesday: Cocktails & Dinner gala begin at 5pm
Thursday: Full day of programming & cocktails/dine-arounds
Friday: Programming until noon

SHOOK/Forbes Summits:

  • Top Advisors Summit
  • Top Millennials Summit
  • Top Women Advisors Summit
  • Top Independent Advisors Summit
  • Top Teams Summit
  • Philanthropy Summit

Regional Events:

  • San Francisco
  • Los Angeles
  • Houston
  • Atlanta
  • Chicago
  • New York
  • South Florida